How big is DTC Advisors, LLC's plan?

DTC Advisors, LLC's plan reported $985K in assets and 6 participants for 2024.

Original filing (PDF)20250611191057NAL0014182275001

DTC Advisors, LLC

Name: DTC Advisors, LLC — DTC Advisors, LLC Retirement, Form 5500 (2024)
Creator: DTC Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DTC Advisors, LLC Retirement Savings Plan

401(k) retirement plan · DTC Advisors, LLC's DTC Advisors, LLC Retirement Savings Plan held $985K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$985K

Net assets (EOY)

$985K

People on this filing

DAWN Christoffersen signed DTC Advisors, LLC's 2024 Form 5500 as plan administrator.

DAWN Christoffersen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

DTC Advisors, LLC's EIN is 27-4605653.

EIN 27-4605653

Plan number 001

Plan year 2024

ACK ID 20250611191057NAL0014182275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DTC Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DTC Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DTC ADVISORS, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score